Frequently Asked
Questions
Find Solutions to Common Issues Related to configurations - voucher entry both
What is the process for generating GST invoices and filing GST returns using BUSY?
To create a GST invoice in BUSY, you need to follow these steps:
Step 1: Open your company and go to Transaction menu.
Step 2: Select Sales and click on Add.
Step 3: Enter all the necessary details such as Date, Vch Number, Sale Type, Party, Item, etc and save the transaction.
Furthermore, in BUSY you can generate various GST Returns such as GSTR1, GSTR3B, GSTR ITC-04, etc. To generate them follow these steps:
Step 1: Go to Display menu and click on GST Reports.
Step 2: Select GST Returns and choose the return type which you want to generate such as GSTR1 eReturn, GSTR3B eReturn, etc.
Step 3: Select the Format and enter the Period then can generate the return.
What are best practices for purchase voucher entry to avoid GST issues in BUSY?
In BUSY, we have to add tax rate in Item master with HSN Code, GST details in party master and charge GST during Voucher entry. Accordingly will reflect in GST Reports and generate ereturn also.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Masters
Step 3: Account
Step 4: Add it and mention the Required GST Details like Country, State ,GST Number, PAN Number and Type of Dealer. GST Validate option is given.
Step 5: Item
Step 6: Add it with GST details like Correct Tax rate , HSN Code. HSN Validation option is given.
Step 7: Transaction
Step 8: Purchase
Step 9: Add
Step 10: Select the Sale/Puc Type for charging the tax and mention in party and item details.
How can i record transaction with unregistered party within state or outside the state?
If you have purchase from un registered party within or outside the state, you need to follow the below point:
1.Create an unregistered party
Step 1: Go to administration then click on master menu
Step 2: Select the account option then create the the master with type of dealer as un registered.
2.Create purchase voucher with an unregistered party within or outside state.
Step 1: Go to transaction section then select the purchase voucher option.
Step 2: Now, Click on add then mention the series, date and voucher number. Specify local purchase type in case of transaction within state and central purchase type in case of transaction outside the state.
Step 3: Mention all the required details then save the invoice.
Why can't I edit or delete vouchers in BUSY?
If you are not able to edit and delete the vouchers, Then pls follow the below steps.
Step 1: Make sure you have open the company from the super user as have no rights to the sub user.
Step 2: If you are using the approval feature and dont have rights to edit and delete the voucher.
Step 3: If you have created the challan and adjusted in the sales voucher, then not able to delete or edit the voucher.
Pls follow the below steps for User Rights :
Step 1: Click on Administration
Step 2: Then Users
Step 3: Select the user and On Expand Menu Option can give rights to the user
How to charge discount before tax in purchase voucher?
For include tax on discounted amount in purchase voucher follow these steps:
Step 1: Go to administration tab then click on configuration
Step 2: Now select voucher series configuration option and then select purchase voucher in it.
Step 3: Double click on voucher and select main series of it then click on voucher configuration option.
Step 4: In the left top side there will be an option item wise discount, enable it and save configuration tab
Step 5: For using discount go to transaction menu then click on purchase voucher.
Step 6: Select add and choose purchase type as tax inclusive or item wise.
Step 7: Now after putting item name and its quantity it will ask for putting discount value.
When I add freight charges to a tax inclusive invoice, the taxes are not being calculated on the freight amount. What should I do to include freight charges in the taxable amount?
for feeding Including freight Charges see the below step
Step 1 : go to Administration click on item then click on add
Step 2: Add item Name as freight Charges, select group and unit NA
Step 3: Select tax category and HSN no
Step 4: Click on Specify Sale Account Specify Here and tag with freight Charge Ledger click on Save
Step 5: Now go to Transaction click on Sales then add
Step 6: in Add Sale Voucher Windows select date and sale type is L/GST-TaxIncl
Step 7: Select party name and item name should be freight charges and amount
Step 8: Save the Bill
How do I record the job work charges that the customer will pay me in BUSY?Is there any tutorial or help documentation in BUSY that explains the job work invoice process?
To generate a job work charges invoice which will pay by your customer in BUSY, you can follow these steps:
Step 1: First you need to create an item of job work from Master menu under Administration.
Step 2: You have to metion Job Work account in the field of Specify Sales Acc and other necessary fields such as Unit, Tax Category, HSN / SAC Code.
Step 3: Next, Go to Transaction menu and select Sales.
Step 4: Click on Add and enter all the necessary details such as Date, Vch No, Party, and select the Job Work item with other details and save.
BUSY has a help document and video tutorial which explains how to maintain job work.
I am facing issues with integrating GST details in the purchase invoices in BUSY How can I resolve this
In BUSY, we have to add tax rate in Item master with HSN Code, GST details in party master and charge GST during Voucher entry. Accordingly will reflect in GST Reports and generate ereturn also.
Pls Follow the Below Steps:
Step 1: Administration
Step 2: Masters
Step 3: Account
Step 4: Add it and mention the Required GST Details like Country, State ,GST Number, PAN Number and Type of Dealer. GST Validate option is given.
Step 5: Item
Step 6: Add it with GST details like Correct Tax rate , HSN Code. HSN Validation option is given.
Step 7: Transaction
Step 8: Purchase
Step 9: Add
Step 10: Select the Sale/Puc Type for charging the tax and mention in party and item details.
Why don't I see an option to enter expenses directly in the purchase invoice apart from inventory items?
If you don't see an option to enter expenses directly in the purchase invoice apart from inventory items, you need to follow the below steps:
Step 1: Check your invoice. You should apply the expenses in the Bill Sundry.
Step 2: For this you have to create bill sundry for expenses by pressing F3 on bill sundry option , give the name of expenses as you required,
Step 3: then select the relevant information and select the option for cost of goods as NO and save the bill sundry master ,
Step 4: after this you can able to enter expenses in the purchase invoice apart from the inventory items.
Why is the sale price picked differently for the same item in different vouchers with the same date?
If the sale price is picked differently for the same item in different vouchers with the same date, you need to check the pricing mode options in the inventory tab. The sale price is automatically picked in the sales bill based on the pricing mode set in the inventory tab, such as pick from item master, item master, last sale price, multiple price list or as per the price structure. You can check this by following the steps below:
Step 1: Go to administration and click on configuration.
Step 2: Select Features and Options and choose the Inventory tab. Here, in the bottom right hand corner, click on Pricing Mode to review and adjust it accordingly.
